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Posted 2 days ago

Associate

@ RBC Dominion Securities Inc.

Toronto, Ontario

Full-time4+ years experience
Apply now
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Overview

RBC Dominion Securities is hiring an Associate for its Wealth Management platform in Toronto, a full-time role of 37.5 hours a week. The role supports an Investment Advisor with client meetings, service, account inquiries and market research. The posting states a salary of $37,500 to $50,000, plus a variable incentive of up to 1.0x salary.

Responsibilities:

  • Coordinate client meetings, events and documentation for the Investment Advisor
  • Respond to client account inquiries and follow up
  • Support business plans, client segmentation and service plans
  • Conduct market and investment research for the advisory team
  • Support the Wealth Management process and track progress

Requirements summary:

  • Canadian Investment Regulatory Exam (CIRE) required
  • University degree required
  • Exceptional written and verbal communication skills
  • Self-directed with a growth and goals-oriented mindset
  • Four or more years in the investment industry preferred
  • Meticulous attention to detail and strong problem solving

Tools & skills

Source and dates

Employer career site / ATS feed · workday

Employer posting date
2026-11-11
First seen by our source
2026-10-23
Source record updated
2026-11-12

These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.

Job details

SeniorityEntry level
DepartmentCustomer service
Hours per week37.5
Travelair: none · ground: none
Work settingOffice
PositionMostly sitting
Physical demandsphysical low · computer high
LanguagesEnglish
Licences & certificationsCIRE
EducationBachelor’s degree (required)
Perks mentionedFlexible hours, Performance bonus, Paid training

Summary and details written by AI from the posting; the employer’s posting is the authority.

RBC Dominion Securities Inc.

Saved company profile

Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.

Full company description

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and preserve their wealth through sound financial planning, trusted investment advice and unparalleled wealth management solutions. We are committed to providing advisors with the tools and support needed to scale their business. It’s why today, RBC Dominion Securities is one of Canada’s leading full-service investment and wealth management firms. RBC Dominion valeurs mobilières a une vision simple : toujours mériter le privilège d’être le premier choix de ses clients pour la gestion de leur patrimoine. Pour ce faire, nous savons qu’il faut investir dans nos activités et veiller à ce que nos conseillers aient accès à des outils et à des ressources de pointe. Depuis plus de cent ans, nous aidons les particuliers, les familles, les entreprises, les fondations de bienfaisance et d’autres organisations à constituer un patrimoine et à le préserver grâce à une planification financière judicieuse, à des conseils de placement fiables et à des solutions de gestion de patrimoine sans pareilles. Nous nous faisons un devoir de fournir aux conseillers les outils et le soutien dont ils ont besoin pour augmenter leur volume d’affaires. C’est pourquoi RBC Dominion valeurs mobilières fait aujourd’hui partie des plus grandes sociétés de gestion de patrimoine et de placements à service complet du Canada. https://www.rbcds.com/en/about-us/ For information about our legal terms of use, please visit www.rbc.com/legal/#social_media.

LinkedIn followers
55,794
People associated on LinkedIn
6,107
Reported office locations
  • 155 Wellington Street West, Toronto, ON M5V 3K7, CA
Other recorded names
  • RBC Dominion Securities
Specialties
  • Investing and Portfolio Management
  • Estate Planning
  • Retirement Planning
  • Business Financial Planning
  • Not-For-Profit Organizations
  • and High-Net-Worth Portfolios
Profile identifies a recruitment agency
No

At RBC Dominion Securities, our vision is simple: to always earn the right to be our clients’ first choice for wealth management services. We know that to achieve this vision, we must invest in our business and ensure our advisors have access to best-in-class tools and resources. For more than a century, we have helped individuals, families, businesses, charitable foundations, and other organizations build on and…

FieldValue
IndustryInvestment Management
Company size5,001-10,000 employees
HeadquartersToronto, ON
Organization typePublic Company
Year founded1901
SpecialtiesInvesting and Portfolio ManagementEstate PlanningRetirement PlanningBusiness Financial PlanningNot-For-Profit Organizationsand High-Net-Worth Portfolios
Open jobs on Jobsy127
LinkedInView page
Job description

Job Description

What is the opportunity?

RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that enables success at every level and equips us to help our clients achieve their financial goals. We are seeking an Associate to join our team.


What will you do?

  • Coordinate meetings and events for the Investment Advisor with clients and prospects: help determine agenda and key topics, prepare documentation, execute post-meeting work. Attend client meetings when required.
  • Provide proactive client service with a problem-resolution focus and attention to details. Liaise with various departments for execution, where necessary.
  • Respond to client account inquiries and remain accountable to follow-up, as required.
  • Help build and execute business plans, client segmentation, and client service plans.
  • Identify and execute opportunities among existing client base for asset consolidation, referrals, etc.
  • Deepen existing relationships with Centers of Influence (COIs) through ongoing management.
  • Conduct ongoing research on markets and investments, provide regular updates to the advisory team.
  • Support advisory team and client through the Wealth Management process. Help gather relevant information, coordinate activities with Wealth Management specialists, track progress and follow up.

What do you need to succeed?

Must-have

  • Canadian Investment Regulatory Exam, CIRE
  • University degree
  • A self-directed individual with a growth and goals-oriented mindset
  • Exceptional written and verbal communication skills

Nice-to-have

  • 4 years or more of professional experience within investment industry
  • Meticulous attention to detail and strong problem solving and analytical skills
  • Highly-developed client service skills

What’s in it for you?

We thrive on the challenge to be our best, to think progressively to keep growing, and to work together to deliver trusted advice that can help our clients thrive and communities prosper. We care about each other and collectively work hard to reach our potential, make a difference to our communities, and achieve success that is mutual. You will also benefit from:

  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • An opportunity to make a difference and have a lasting impact on the lives of others
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • The chance to work in a dynamic, collaborative, progressive, and high-performing team
  • A world-class training program in financial services

Job Skills

Account Management, Customer Success, Decision Making, Financial Regulation, Group Problem Solving, Interpersonal Relationships, Investment Risk Management

Additional Job Details

Address:

ROYAL BANK PLAZA, 200 BAY ST:TORONTO

City:

Toronto

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2026-10-23

Application Deadline:

2026-11-26

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Compensation for this position (including salary and discretionary/variable payments) will be determined by factors, including but not limited to candidate's experience, skills, registration status, performance, individual goals, market conditions, and business needs.

Pay Range

The expected pay range for this position is:

$37,500.00 - $50,000.00

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to:

1.0x

RBC supports pay transparency and we strive to ensure all pay ranges are competitive, fair, and equitable.

Our Employment Opportunities

At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

Join our Talent Community

Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.

Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.

RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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